People & HR – Master Checklist and Document Index

Start here. One checklist that takes you through the People & HR pack in the right order – what to do, when, who owns it – with a clickable link to every template, a legal and regulatory map and a full document index.

Editable Word document
11
10pages
Guidance notes included
aml consultancy solutions

People & HR

People & HR – Master Checklist and Document Index

About this document

What it’s for

The front sheet for the People & HR pack. It takes an employer through the employee life cycle – recruiting, contracts and onboarding, policies, managing performance and absence, development and pay, and fair exits – and shows which template to use at each stage. Each step names the template to use and links straight to the file, and Part 6 maps the main legal requirements to the templates that help you meet them.

When to use it

  • When you take on your first employee or overhaul your HR documents
  • Each time you recruit, manage a problem, review performance or someone leaves
  • At each annual review of policies and contracts

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Set up your HR framework (once)
  • Part 2 – Recruit and onboard
  • Part 3 – Manage and develop
  • Part 4 – When someone leaves
  • Part 5 – The annual review cycle
  • Part 6 – Legal and regulatory map
  • Part 7 – Full document index with a link to every file

How to complete it

  • Unzip the pack and keep all the files in one folder – the links open the other files from that folder
  • Work through the parts in order, then use the annual cycle each year
  • Tick and date each step, name the owner and keep the completed checklist with your records

Key points to check

  • The links only work when this file and the other templates are saved in the same folder – if you move or rename files, use the numbers in the document index
  • Employment law reforms are being phased in from 2026 – check what is in force before issuing contracts and policies
  • Follow the Acas Code of Practice on disciplinary and grievance procedures
  • Laws change – check the current position before relying on the legal map

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

People & HR

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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